Jackson Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.4M | Buy |
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|
2025
Q2 | $41M | Sell |
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|
2025
Q1 | $44.7M | Sell |
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|
2024
Q4 | $50.7M | Buy |
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|
2024
Q3 | $46M | Buy |
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|
2024
Q2 | $23.1M | Sell |
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|
2024
Q1 | $33.9M | Buy |
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|
2023
Q4 | $37.2M | Buy |
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|
2023
Q3 | $32.9M | Sell |
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|
2023
Q2 | $37.6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $27.4M | Sell |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $12.5M | Sell |
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|
2022
Q1 | $30M | Sell |
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|
2021
Q4 | $31.3M | Buy |
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|
2021
Q3 | $88K | Sell |
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|
2021
Q2 | $33.3M | Buy |
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|
2021
Q1 | $26.3M | Sell |
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|
2020
Q4 | $31.7M | Sell |
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|
2020
Q3 | $28M | Buy |
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|
2020
Q2 | $21M | Buy |
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|
2020
Q1 | $17.4M | Sell |
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|
2019
Q4 | $19.7M | Buy |
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|
2019
Q3 | $9.98M | Buy |
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|
2019
Q2 | $8.13M | Buy |
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|
2019
Q1 | $7.43M | Buy |
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|
2018
Q4 | $5.37M | Sell |
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|
2018
Q3 | $19.1M | Sell |
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|
2018
Q2 | $26.9M | Buy |
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|
2018
Q1 | $10.8M | Buy |
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|
2017
Q4 | $9.58M | Buy |
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|
2017
Q3 | $8.23M | Buy |
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|
2017
Q2 | $6.31M | Buy |
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|
2017
Q1 | $5.31M | Sell |
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|
2016
Q4 | $4.65M | Sell |
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|
2016
Q3 | $4.58M | Buy |
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|
2016
Q2 | $3.43M | Buy |
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|
2016
Q1 | $3.5M | Sell |
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|
2015
Q4 | $3.19M | Buy |
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|
2015
Q3 | $3.49M | Buy |
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|
2015
Q2 | $920K | Sell |
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|
2015
Q1 | $1.08M | Buy |
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